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  • You can make a difference legislatively. Here's how
  • Form 1040: A marketing tool for wealth management services, part 2
  • 'Found money' for financial planning
  • Do we lack vision, or is it the message?
  • Turbulent economy affects states' treatment of NOL carryovers
  • Whodunit? Try Shirley Appleby
  • Small businesses: Where fraud can and does occur
  • Isabel puts casualty loss tax relief in spotlight

The Statement: November / December 2003

Do we lack vision, or is it the message? The bedrock of innovation is imagination. Other IT innovations have been less visionary in revolutionizing the market or encouraging market acceptance. This leads me to discuss the XBRL initiative. 'Found money' for financial planning A life settlement is the sale of a life insurance policy that gives a policy owner a cash settlement in excess of the current cash surrender value. Form 1040: A marketing tool for wealth management services, part 2 Form 1040 is a perfect tool to begin the process of financial planning with an existing tax or consulting client. You can make a difference legislatively. Here's how can one person really make a difference in Annapolis or Washington? "Absolutely," said Rep. Benjamin Cardin. Isabel puts casualty loss tax relief in spotlight Hurricane Isabel left her mark throughout the Mid-Atlantic region, damaging homes and businesses and disrupting the lives of millions. Once the damage has been assessed, some careful record keeping performed now could produce significant tax... Small businesses: Where fraud can and does occur While the headlines have been filled with news of financial scandals at giant corporations like Enron, Worldcom and Tyco, CPAs across the country know that fraud is much more likely to occur in a small business. Whodunit? Try Shirley Appleby Death and taxes might be life's only certainties, but there are plenty of pretty good bets out there. Here's one of them: The CPA profession will get a shot in the arm from Shirley Appleby. Turbulent economy affects states' treatment of NOL carryovers Due to the country's turbulent economy over the past few years, more companies are realizing net operating losses (NOLs) than ever before.